Institutional Ownership Advanced Energy Industries Inc (AEIS)
This table provides information about the institutional ownership of Advanced Energy Industries Inc (AEIS). We have compiled data on the 336 institutions that hold shares in the stock, with a total of 33.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
4,674
shares
|
$538,398
0.01% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Connable Office Inc
|
Nov 06, 2024 Q3 2024 |
4,649
shares
|
$535,518
0.05% of portfolio
|
Q2 2024
Added 17.96%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
4,494
shares
|
$517,663
0.01% of portfolio
|
Q3 2024
Added 17.61%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
4,452
shares
|
$512,825
0.0% of portfolio
|
Q2 2024
Reduced 8.11%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,390
shares
|
$505,684
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,330
shares
|
$498,772
0.0% of portfolio
|
Q3 2022
Added 0.93%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
4,288
shares
|
$493,934
0.0% of portfolio
|
Q4 2022
Added 64.92%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
4,286
shares
|
$493,704
0.03% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
4,194
shares
|
$483,106
0.01% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,148
shares
|
$477,808
0.0% of portfolio
|
Q3 2024
Added 45.75%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
3,955
shares
|
$455,576
0.01% of portfolio
|
Q2 2024
Reduced 8.18%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
3,923
shares
|
$451,890
0.01% of portfolio
|
Q3 2024
Added 16.83%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 10, 2024 Q3 2024 |
3,905
shares
|
$449,816
0.04% of portfolio
|
Q3 2024
Added 20.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
3,898
shares
|
$449,010
0.0% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,894
shares
|
$448,549
0.0% of portfolio
|
Q3 2024
Added 99.39%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
3,792
shares
|
$436,800
0.01% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
3,619
shares
|
$416,872
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,614
shares
|
$416,296
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
3,580
shares
|
$412,380
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,537
shares
|
$407,427
0.0% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
3,384
shares
|
$389,802
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
3,327
shares
|
$383,237
0.0% of portfolio
|
Q3 2024
Added 34.05%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
3,292
shares
|
$379,205
0.02% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
3,273
shares
|
$377,016
0.0% of portfolio
|
Q3 2024
Reduced 17.24%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
3,177
shares
|
$365,958
0.01% of portfolio
|
Q4 2022
Added 1.92%
|